Adding a Physician to a Client's Health Records

Once Physicians have been added to the Physician Management module, you will be able to add one or more physicians to a client’s profile.

1. Locate your client and open their client profile.

2. Select Add Physician.

The Add Physician window opens.

3. In the Add Physician window, start typing to find a physician that has been added in Physician Management.

4. Select the rank for Primary physician or other designation.

5. Select Add.

If the physician is not found, select Create New Physician to add a new physician to the system.

6. The physician will appear as a card under the client’s physicians.

You may add more physicians to the client’s profile. Use the 3-dot options menu on the card to Edit or Delete.